Lifeworks Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 2024
A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 9,605 shares of VTEB stock, worth $480,250. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,605Holding current value
$480,250% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding VTEB
# of Institutions
1,200Shares Held
512MCall Options Held
39.6KPut Options Held
85.7K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.73 Billion0.31% of portfolio
-
Northwestern Mutual Wealth Management CO32.7MShares$1.63 Billion1.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA31.6MShares$1.58 Billion0.31% of portfolio
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Wealthfront Advisers LLC31.5MShares$1.58 Billion5.01% of portfolio
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Creative Planning Overland Park, KS25MShares$1.25 Billion1.27% of portfolio